Income and Tax Planning
We begin with a detailed expense analysis and include Social Security maximization strategies. We then earmark accounts to fund necessary and discretionary expenses. Our team also coordinates tax and legal services to evaluate tax saving strategies.
Investment Management
Our Progress and Protect Strategy is engineered specifically for retirees. We track your portfolio daily to help prevent surprises while analyzing investment expenses to prevent hidden fees. We also focus on risk alignment to ensure you’re not taking on too much volatility.
Risk Management
In our assessment of risk management, we’ll take a look at life and long-term care including Medicare needs and premiums. We will also conduct a complete audit of auto, home, and liability policies.
Legacy and Intergenerational Planning
To help ensure your family is taken care of, we review the basic documentation of Wills, Trusts, POA, and AMDs. We also help you through goal and beneficiary alignment as well as gift and estate strategies to maximize your legacy. We’ll review this plan on an annual basis to keep all your wishes up to date.
Women’s Financial Planning
With a longer life expectancy, we help create specific strategies for income, investments, and insurance needs.